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Pharus Wealth Advisory Group

  • Home
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  • Wealth Management Services
    • Integrated Wealth Management
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Pharus Resources

Address 1623 Avenue Road Toronto ON, M5M 3X8
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Pharus Resources

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All(36) Financial literacy(12) Monthly commentary(19) In the news(3) Annual update(2)

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Pharus Perspectives - June 2026

Pharus Perspectives - June 2026

Pharus Wealth Advisory Group

June 25, 2026

June 2026 edition of Pharus Perspectives featuring market insights, succession planning for business owners, inheritance strategies, principal residence tax rules, buffered ETFs, and practical financi...

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Succession Planning for Business Owners | QSBC Status, the LCGE, and Why Planning Early Matters

Kelvin Chan on behalf of Pharus Wealth Advisory Group

June 03, 2026

For many business owners, their business is the largest asset on the family balance sheet - but success and sale-readiness are not the same thing. Learn why QSBC status, Lifetime Capital Gains Exempti...

Read more Read more about Succession Planning for Business Owners | QSBC Status, the LCGE, and Why Planning Early Matters
Two Physicians are discussing a file.

Wealth Planning for Canadian Physicians: From Practice Income to Family Wealth

Shamin Khan on Behalf of Pharus Wealth Advisory Group

May 04, 2026

For Physicians, strong income in only the beginning. The real challenge is organizing cash flow, savings, investments, retirement planning and estate readiness - so today's success becomes lasting fin...

Read more Read more about Wealth Planning for Canadian Physicians: From Practice Income to Family Wealth

Pharus Perspectives - April 2026

Pharus Wealth Advisory Group

April 21, 2026

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Tax Season Perspectives: How Affluent Families Think About RRSPs, TFSAs and Corporate Investing

Derek Kohalmi on behalf of Pharus Wealth Advisory Group

April 02, 2026

This article explores how different tax buckets can support tax efficiency, retirement flexibility and long-term wealth transfer.

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Wealth Planning for Dentists in Canada

Kelvin Chan on behalf of Pharus Wealth Advisory Group

March 05, 2026

Dentistry is both a profession and a business, which creates financial complexity many advisors rarely encounter. From incorporation and corporate investing to practice valuation and retirement income...

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Pharus Perspectives February 2026

Pharus Perspective - February 2026

Pharus Wealth Advisory Group

February 24, 2026

Read more Read more about Pharus Perspective - February 2026
Picture of a lighthouse.

RRSP Season, Reframed: What Families Often Miss When Thinking About Retirement Savings

Shamin Khan on Behalf of Pharus Wealth Advisory Group

February 17, 2026

Read more Read more about RRSP Season, Reframed: What Families Often Miss When Thinking About Retirement Savings
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Pharus Perspectives - January 2026

Pharus Wealth Advisory Group

January 26, 2026

Read more Read more about Pharus Perspectives - January 2026
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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.